LEGG MASON ETF INVT TR's ticker is LRGE and the CUSIP is 524682200. A total of 42 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $636,668 | +12.4% | 11,725 | -1.3% | 0.02% | -4.0% |
| Q1 2023 | $566,562 | +19.3% | 11,883 | +2.1% | 0.02% | +8.7% |
| Q4 2022 | $474,982 | +6.0% | 11,636 | +2.9% | 0.02% | -8.0% |
| Q3 2022 | $448,000 | -5.1% | 11,305 | -0.2% | 0.02% | -7.4% |
| Q2 2022 | $472,000 | -8.5% | 11,326 | +18.2% | 0.03% | -6.9% |
| Q1 2022 | $516,000 | -3.4% | 9,586 | +9.1% | 0.03% | -3.3% |
| Q4 2021 | $534,000 | +7.2% | 8,789 | -0.4% | 0.03% | -11.8% |
| Q3 2021 | $498,000 | +0.2% | 8,823 | -0.8% | 0.03% | -2.9% |
| Q2 2021 | $497,000 | +29.8% | 8,895 | +17.2% | 0.04% | +2.9% |
| Q1 2021 | $383,000 | +29.0% | 7,588 | +27.7% | 0.03% | +3.0% |
| Q4 2020 | $297,000 | – | 5,942 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Opal Wealth Advisors, LLC | 391,459 | $20,293,227 | 11.88% |
| Corundum Group, Inc. | 10,808 | $560,287 | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 477,374 | $24,747,054 | 0.28% |
| Gladstone Institutional Advisory LLC | 26,583 | $1,378,063 | 0.09% |
| Milestone Investment Advisors LLC | 5,517 | $286,002 | 0.08% |
| PFG Advisors | 17,305 | $897,091 | 0.08% |
| Family Management Corp | 6,414 | $332,502 | 0.08% |
| Addison Advisors LLC | 1,189 | $61,638 | 0.03% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 33,146 | $1,718,289 | 0.03% |
| FinTrust Capital Advisors, LLC | 1,868 | $96,838 | 0.02% |